Basic
$49.99 / month
- 1 agency
- 5 company trees
- 3 included producer invitations
- Secure administrator portal
- Branded producer statements
Packages
Choose the capacity your agency needs.
Reader limits apply by company tree, so selecting a company includes its supported formats.
Preliminary pricing: these planning prices may change before commercial launch. A customer accepts the exact price presented in their activation offer.
Plus
$149.99 / month
- 2 agencies
- 10 company trees
- 6 included producer invitations
- Secure administrator portal
- Branded producer statements
Premium
$499.00 / month
- Unlimited agencies
- Unlimited company trees
- Unlimited producer invitations
- Secure administrator portal
- Branded producer statements
Side-by-side comparison
See exactly what each package includes.
Green checks show included capacity or features. Red Xs show where the next package level adds more.
| Feature | Basic | Plus | Premium |
|---|---|---|---|
| Monthly package price | $49.99 | $149.99 | $499.00 |
| At least 1 agency | ✓ | ✓ | ✓ |
| At least 2 agencies | ✕ | ✓ | ✓ |
| Unlimited agencies | ✕ | ✕ | ✓ |
| At least 5 company trees | ✓ | ✓ | ✓ |
| At least 10 company trees | ✕ | ✓ | ✓ |
| Unlimited company trees | ✕ | ✕ | ✓ |
| At least 3 producer invitations | ✓ | ✓ | ✓ |
| At least 6 producer invitations | ✕ | ✓ | ✓ |
| Unlimited producer invitations | ✕ | ✕ | ✓ |
| Secure administrator portal | ✓ | ✓ | ✓ |
| Branded producer statements | ✓ | ✓ | ✓ |
| Monthly add-ons available | ✓ | ✓ | ✓ |
Monthly add-ons
Expand when you need to.
Each additional carrier/company, producer, or agency is $29.99 per month and appears on the same monthly bill as the package.
New carrier/company
$29.99 / month
Add one additional company tree and its supported reader formats.
New producer
$29.99 / month
Add one additional active producer beyond the package allowance.
Another agency
$29.99 / month
Add one additional agency beyond the package allowance.
Account creation: choosing a package begins the account-creation process. You will review the exact price and legal terms before secure recurring checkout, and the account activates only after payment is confirmed.